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Financial Select Sector SPDR shares owned by Synergy Financial Management

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Synergy Financial Management from 13F filings

Historical chart of Synergy Financial Management investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Synergy Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $257k 4.8k 53.61
2024-12-31 $29k 636 45.32
2021-03-31 $3.0M 88k 34.06

More positions owned by Synergy Financial Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Abbvie (ABBV)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Apple (AAPL)
Ishares Tr 0-3 Mth Treasury (SGOV)
Oruka Therapeutics (ORKA)
Visa Com Cl A (V)
Amphenol Corp Cl A (APH)
Bank of America Corporation (BAC)
Meta Platforms Cl A (META)
Micron Technology (MU)
Ascendis Pharma A/s Ord Shs (ASND)
Raytheon Technologies Corp (RTX)

View all positions for Synergy Financial Management

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Bank of America Corporation
Wells Fargo & Company
Susquehanna International
Morgan Stanley
Citadel Advisors
Jane Street
UBS Group
Millennium Management
Goldman Sachs Group
Citigroup
Jain Global
Envestnet Asset Management
Balyasny Asset Management
Parallax Volatility Advisers

View all funds holding Financial Select Sector SPDR